Financial planning and investment management for your unique situation
Financial planning and investment management for tech professionals and engineers is a specialized area of practice. It requires an in-depth understanding and knowledge of the technology industry’s unique financial challenges.
We help executives and engineers simplify the financial complexities of their lives, whatever their goals and career stages.
FINANCIAL PLANNING OPPORTUNITIES
As your personal CFO, we partner with you to create a personalized plan that adapts with you as your life and career advance. A comprehensive financial plan that addresses your specific situation may include
- Income tax planning
- Portfolio rebalancing
- Wealth management
- Benefits package review and retirement plan management
- Review tax advantages on highly appreciated company stock
- Compensation Review
- Insurance planning
- Retirement planning
- College planning for your loved ones
- Asset protection
- Risk management
- Estate planning
- Legacy planning
- Equity compensation analysis
- Investment planning
- Philanthropy
- Debt management
We're happy to discuss your particular retirement planning needs with you.
WHY FINANCIAL PLANNING FOR TECH PROFESSIONALS AND ENGINEERS IS DIFFERENT
The technology industry faces unique challenges when it comes to financial planning. Because of the reliance on stock-based compensation, high earnings, and career volatility prevalent in the industry, you need professional financial advice that helps you reduce your tax burden. You need a specialist who keeps a finger on the pulse of your company’s financial status and how it relates to your personal financial health. You also need experienced advice that helps you make the most of your income and benefits while helping to ensure you avoid a shortfall at retirement.
HELPING TECH PROFESSIONALS AND ENGINEERS LIVE MORE, AND WORRY LESS
Applying our proprietary 3P Approach© to financial planning ensures we address all stages of a tech professional’s career, from mid-career challenges through retirement and leaving a legacy for others. As your life unfolds, our 7 Pillars of Financial Success address each stage to help you secure the resources you need to enjoy a comfortable retirement. With our experience in this niche market, we help technology professionals put the pieces of your financial life together, so you can spend your time focusing on what matters.
We also offer additional information on related topics in our financial planning guides and through our blog articles. With a dedicated team of professionals, we are always available to answer your questions. Please let us know how we can be of service to you.
If you’re a tech professional working in the oil and gas industry, please check out the financial planning for oil and gas professionals page.
Latest Blog Posts
5 Financial Habits for Long-Term Success
May 27, 2025
In the world of personal finance, it’s not just about how much you earn; it’s about how you manage what you have. Whether you’re fresh out of college, eye...
READ MORE...
How To Start a College Fund Early
May 27, 2025
Presented by Chris Powers We all want to provide the children in our lives with opportunities to succeed. For many families, that includes higher educationâ€...
READ MORE...How much does college really cost?
April 2, 2025
How Much Does Your Bracket Pick Really Cost? We hope you're just as excited as we were for this year’s March Madness Tournament and finally getting down to F...
READ MORE...Loading...
